Trust and Estate Partner/Principal for CPA Firm

Our client, a top notch CPA Firm, is seeking a motivated and enthusiastic professional to join our tax team as a Trust and Estates Tax Principal/Partner.

Job Responsibilities

· Developing effective income and estate tax planning techniques using partnerships and LLCs, charitable trusts, generation skipping trusts, and other wealth preservation strategies.

· Reviewing complex trust, gift, estate, and individual tax returns.

· Analyzing and updating estate plans, including reviewing wills and trust instruments.

· Identifying potential liquidity problems at death caused by federal and state estate taxes, probate and administration costs, cash bequests, and funds needed to continue operating family businesses.

· Planning for assets with unique tax attributes, such as life insurance and retirement plan benefits.

· Reviewing trust structures to minimize the federal and state income tax exposure between the trusts and their beneficiaries.

· Managing all aspects of client accounts and fostering client relationships.

· Dealing directly with the client’s attorneys, investment advisors, taxing authority agents, and other professionals.

· Conducting internal training courses or seminars on technical tax subjects.

· Providing overall leadership, supervision, training, and performance feedback to staff.

Qualifications

· CPA, MS in Taxation, and/or JD, LLM preferred

· 5 years of relevant tax experience including knowledge of taxation codes and regulations

· Proficient knowledge of estate, gift, and trust tax returns, and fiduciary accountings

· Ability to supervise in a team environment

· Excellent written and verbal communication skills

· Working knowledge of CCH a plus

Job Type: Full-time

Pay: $150,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• New York, NY 07054: Reliably commute or planning to relocate before starting work (Required)

Experience:

• GAAP: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: One location